I have held a variety of strategic senior management positions in the financial services and technology industries within large global companies. Prior to joining Edward Jones, I owned a marketing strategy development company and was a vice president for Fireman's Fund Insurance Company, an Allianz Company.
- BA - management and psychology - Sonoma State University, 1977
- MBA - marketing and finance - Golden Gate University, 1987
- AAMS® professional designation - College for Financial Planning, 2007
I am committed to volunteering my time to help create financial freedom for all people, regardless of their education or work-related background. I have sat on a variety of boards of directors in Santa Rosa: Rotary, Art Start, Girl Scouts of America and the Sonoma County Museum, to name a few.
I developed, owned, sold and worked for Fortune 500 and local companies throughout my career. I have the ability to speak the language of the corporate CEO and relate to young individuals starting their career.
We are the proud parents of three children, professionally employed in technology, social services and professional training and development. Our son is newly married and expecting a baby. Our daughters are on the East Coast. We enjoy skiing, diving, golfing, horseback riding, camping and anything outdoors with our friends and family.
At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Retirement Savings Strategies
- College Savings
- Insurance & Annuities
My Personal Interests
- Animal Rescue
- Horseback Riding
- Art Collecting